Tax Services

Tax laws change, and with it, come adjustments to strategies and planning. CBIZ* applies out understanding of local, state, federal, and international requirements to your unique situation. Our professionals work with you to prepare tax filings, minimize what you owe, and plan for the future with a full scope of tax consulting and compliance services. Knowing you and your objectives helps us deliver efficient and tailored solutions that meet your needs.

Federal Tax

From energy incentives to the research and development tax credit, we use our understanding of your operations to help you implement strategies that work to your strategic advantage.

State & Local Tax

Knowing you helps us tailor a tax strategy to your needs, from outsourced tax return preparation to managing compliance requirements and identifying state and local tax incentives.

International Tax

Our understanding of your operations and the international tax environment helps you implement a cross-border tax strategy that optimizes your tax position.

Private Client Services

Using what we know of your unique circumstances, we help high net worth individuals streamline administrative functions and preserve your resources.

Knowing you and your unique circumstances
helps us incorporate tax changes into actionable strategies designed for your success.

Insights

ASU 2023-02 Expands Applicability of Guidance on Investments in Tax Credit Structures

On March 29, 2023, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) No. 2023-02.

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Unclaimed Property and Spring Reporting Due Dates Beginning March 1

Unclaimed property refers to certain types of “intangible property” (such as uncashed checks, securities, refunds, customer overpayments, etc.) that a business owes to its employees, customers, vendors, creditors, or shareholders where there has been no activity/contact with the owner of the property for a specified period of time (“dormancy period”).

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2022 Recap: 6 Top Developments in Finance This Year

2022 was a year with many financial developments. Here are the top six developments your company should highlight as we head into a new year.

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